The SECURE Act was passed on Dec. 19, 2019, containing the most changes to retirement plans since the Pension Protection Act of 2006. JM Consultants will hold a webinar on the retirement plan changes in the SECURE Act on Jan. 16 and Jan. 22. The webinar will provide an overview or a snapshot of the changes to both IRAs and QRPs, in addition to other changes affecting IRA procedures.

Although additional guidance on the SECURE Act should be issued in the near future, it is important for IRA personnel to be aware of the changes as a majority took affect on Jan. 1, 2020. More detailed information will be provided in future training programs provided by the SDBA or by scheduling in-house customized training programs for you financial organization.

Both webinars will be held at 9:30 a.m. to 10:45 a.m. CST. The cost is $195, with additional bank branch connections only $60 per connection. Lean more and register for the webinar.